Among active 13F managers last quarter, 7 opened and 32 added, while 17 reduced; the largest holder to move was Alberta Investment Management Corp (+23%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$302K in open-market trades.
The legs disagree, or only one of them leans.
220 tracked 13F filers disclose a position in DFIN as of the latest SEC 13F filings, a combined $939.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.9M | $165.2M | ▼−1.4% Reduced · −58K sh | Q2 2026 | |
| 2 | State Street Corp | 1.2M | $50.4M | ▲+3.4% Added · +40K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 1.1M | $44.3M | ▼−5.2% Reduced · −58K sh | Q2 2026 | |
| 4 | Alberta Investment Management Corp | 1.1M | $44.2M | ▲+23% Added · +200K sh | Q2 2026 | |
| 5 | Morgan Stanley | 949K | $44.7M | ▼−9.4% Reduced · −99K sh | Q1 2026 | |
| 6 | Rice Hall James & Associates, LLC | 775K | $32.5M | ▼−0.6% Reduced · −5K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 686K | $32.4M | ▼−1.5% Reduced · −10K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 634K | $26.6M | ▲+1.2% Added · +7K sh | Q2 2026 | |
| 9 | William Blair Investment Management, LLC | 632K | $26.5M | ▲+16% Added · +86K sh | Q2 2026 | |
| 10 | Fuller & Thaler Asset Management, Inc. | 629K | $26.4M | ▲+36% Added · +167K sh | Q2 2026 | |
| 11 | Algert Global LLC | 530K | $22.2M | ▲+91% Added · +252K sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 516K | $21.7M | ▲+2.7% Added · +14K sh | Q2 2026 | |
| 13 | Boston Trust Walden Corp | 467K | $22.0M | ▼−10% Reduced · −53K sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 433K | $20.4M | ▲+10% Added · +41K sh | Q1 2026 | |
| 15 | Shapiro Capital Management LLC | 425K | $17.8M | ▼−5.1% Reduced · −23K sh | Q2 2026 | |
| 16 | Mawer Investment Management Ltd. | 424K | $20.0M | ▼−51% Reduced · −436K sh | Q1 2026 | |
| 17 | Frontier Capital Management Co LLC | 419K | $17.6M | ▼−36% Reduced · −234K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 419K | $19.7M | ▲+0.2% Added · +793 sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 414K | $19.5M | ▲+108% Added · +215K sh | Q1 2026 | |
| 20 | Ophir Asset Management Pty Ltd | 368K | $15.4M | ▲+239% Added · +260K sh | Q2 2026 | |
| 21 | JPMorgan Chase & Co | 335K | $15.6M | ▼−8.5% Reduced · −31K sh | Q1 2026 | |
| 22 | Loomis Sayles & Co L P | 315K | $14.8M | ▲+7.1% Added · +21K sh | Q1 2026 | |
| 23 | Access Investment Management LLC | 306K | $12.8M | ▲+31% Added · +72K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 176K | $7.4M | ▼−2.6% Reduced · −5K sh | Q2 2026 | |
| 25 | D. E. Shaw & Co., Inc. | 165K | $7.8M | ▼−4.5% Reduced · −8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in DFIN and 32 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 115 funds | $334.8B |
| Microsoft CorpMSFT | 115 funds | $211.5B |
| Amazon.com IncAMZN | 113 funds | $166.8B |
| Apple IncAAPL | 111 funds | $243.1B |
| Alphabet Inc-CL AGOOGL | 111 funds | $151.6B |
| JPMorgan Chase & CoJPM | 110 funds | $51.1B |
| Visa Inc-Class A SharesV | 110 funds | $49.9B |
| Meta Platforms Inc-Class AMETA | 109 funds | $92.0B |
| Costco Wholesale CorpCOST | 109 funds | $32.1B |
| Lam Research CorpLRCX | 108 funds | $36.6B |
| Eli Lilly & CoLLY | 107 funds | $70.1B |
| Broadcom IncAVGO | 106 funds | $134.1B |
Ranked by how many of DFIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFIN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Williams Robert Kirk | Chief People & Intl Officer | Sell (S) | 16K | $802K |
| Sep 2, 2026 | Binz Joseph Leo | Director | Buy (P) | 6K | $276K |
| Sep 1, 2026 | Binz Joseph Leo | Director | Buy (P) 2 lots, same day | 15K | $724K |
| Aug 19, 2026 | Leib Daniel | Chief Executive Officer, Director | Sell (S) | 10K | $489K |
| Aug 14, 2026 | Leib Daniel | Chief Executive Officer, Director | Sell (S) | 213 | $11K |
| Mar 6, 2026 | Johnson Eric J | President, GIC | Sell (S) | 20K | $1.0M |
| Mar 4, 2026 | Williams Robert Kirk | Chief People & Admin Officer | Sell (S) | 8K | $400K |
| Mar 3, 2026 | Williams Robert Kirk | Chief People & Admin Officer | Sell (S) | 4K | $222K |
| Feb 26, 2026 | Leib Daniel | Chief Executive Officer, Director | Sell (S) | 10K | $504K |
| Aug 27, 2025 | Aguilar Luis A | Director | Sell (S) | 7K | $421K |
| Aug 14, 2025 | Leib Daniel | Chief Executive Officer, Director | Sell (S) 3 lots, same day | 20K | $1.1M |
| Jun 10, 2025 | Williams Robert Kirk | Chief People & Admin Officer | Sell (S) | 10K | $565K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 34 | – |
Insiders Form 4 open-market | 1 | 2 | -$302K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for DFIN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFIN/capital-change-brief"
Use Arkolith's capital_change_brief for DFIN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.